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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $593,784 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,044 | $53,565+363.1% | $172,739+43.6% | $82,204+201.7% |
| Participation rate | 98.2% | 69.6%+28.5pp | 82.6%+15.5pp | 73.4%+24.8pp |
| Annual return | 27.45% | 31.42%-4.0pp | 802.84%-775.4pp | 26.31%+1.1pp |
| Employer contribution / active EE | $15,920 | $1,857+757.5% | $5,143+209.6% | $2,707+488.1% |
| Participant deferral / active EE | $13,314 | $3,006+343.0% | $5,198+156.2% | $4,246+213.6% |
| Admin fee / account holder | $98 | $61+59.7% | $13,954-99.3% | $76+29.7% |